smartplant drawing user guide and tutorial_en

7/26/2019 Smartplant Drawing User Guide and Tutorial_EN

1/106

SP3D Drawings and Reports Tutorial: Drawings and Reports: An Overview

Copyright 2007 Intergraph Corporation

Last Updated: April 4, 2009for SmartPlant 3D 2009 Service Pack 1 Page 1 of 3

Session 1: Drawings and Reports: An Overview

Objective:

By the end of this session, you will be able to:

Identify the tasks that can be performed in the Drawings and Reportsenvironment.

Prerequisite Session:

SP3D Overview

SP3D Common Sessions

Overview:

You use the Drawings and Reportstask in SP3D to create orthographic drawings, isometricdrawings, and reports. When your model is registered using the SmartPlant RegistrationWizard, you use the Drawings and Reportstask to publish volume and composed drawings,orthographic drawings, isometric drawings, and reports. To access the Drawings and Reportstask in SP3D, click the Tasks> Drawings and Reports command as shown in Figure 1.

Figure 1: Tasks > Drawings and Reports Command

Before you can create components for drawings and reports, you need to organize theManagement Console hierarchy with folders for each component type. The ManagementConsole organizes the different document types into a customizable hierarchy. Afterorganizing the Management Console hierarchy, complete the setup steps that include setting

up drawing and report templates, creating view styles and appropriate filters, and specifyingisometric drawing options. By using the component functionality of the Management Console,you can create, edit, update, print, save, and publish drawings and reports.

The Drawings and Reportstask provides an update feature that increases productivity bykeeping deliverables current in the SP3D software. When the 3D model changes, you canupdate the drawings and reports. Default templates for reports and view styles for drawingsare delivered with SP3D, and you can customize them to suit your needs. It is possible tocustomize the templates and view styles before any objects exist in the model. However,objects should exist in your model before you create drawings and reports.


2/106




Creating DrawingsThe different types of drawings that you can create in Drawings And Reports task are:

Composed Drawings: Composed drawings are orthographic drawings created in a 3D

task. You can use the Composed Drawing component, available in the Drawing andReportstask Management Console, to manage the composed drawings. Composeddrawings are flexible. They allow you to have views that are managed by a drawingregion and associate the views to volumes and other views. Composed drawings canalso have snapshot views on them. Snapshot views give you the ability to get aWYSIWYG (what you see is what you get) snapshot of your model into a drawing.

Volume Drawings: You can use volume drawings to create general arrangement orconstruction drawings of areas within the model. Volume drawings use a template that

shows a single large view of a small portion of a model, thus many of these drawingsare needed to cover the entire model. Since the Volume Drawing component uses atemplate to create drawings, you can place a view on the template and associate theview with a view style to control the resulting drawing.

Drawings by Query: You can use the Drawing by Query Manager component, inconjunction with the Orthographic Drawings by Query component to create drawingsby specifying a filter-based query to collect objects for drawings. This drawing type isappropriate for creating detail drawings of particular objects within the model. Theyare especially useful when creating drawings that use the same style or format for largenumbers of similar objects, such as hangers or supports.The Drawings by Query Manager can also be used in conjunction with the PipingIsometric Drawings by Query component to produce piping isometric drawings. Theoutput for piping isometric drawings is controlled by the ISOGEN option settings

defined in isometric style.

Creating Reports

You use the Drawings and Reportstask to create report templates that control the content andformat of reports. The default file format of reports in the software is Microsoft Excel format.You can use the Report Editorcommand of the Drawings and Reportstask to configure yourreports to use queries and special formatting.

You can publish Spreadsheet Reports just like drawings. However, the Spreadsheet Reports arepublished as Excel spreadsheets with no physical data.

Creating 2D DrawingsAn application that you can use while working in Drawings and Reportstask is the 2DDrawing Editor. This application appears as a separate application window from where youedit border templates, drawing templates, and backing sheets for all types of drawings.

You can use 2D Drawing Editor to create sketches, production drawings, and other 2D shapes.2D Drawing Editor supports major existing CAD environments such as AutoCAD andMicroStation. You have full import and export capabilities for traditional CAD data. You canalso work with .dgn and .dwg data in native formatsas if these formats were OLE-enabled.


3/106




OLE servers act as wrappers around foreign data and allow you to simply drag AutoCAD orMicroStation data into 2D Drawing Editor. You can also locate points in the CAD geometryand work directly off those points in your 2D Drawing Editor document.

You can use the user interface of 2D Drawing Editor shown in Figure 2 to create drawingsaccording to your requirements.

Figure 2: 2D Drawing Editor Window

For more information related to the Drawings and Reportstask, refer to the Drawings andReports: An Overview topic in the user guide DrawingsandReportsUsersGuide.pdf.

You can access DrawingsandReportsUsersGuide.pdffromDrawingsandReportsPrintGuide.htm.

Quiz:

1.

What are the different types of drawings that you can create under the Drawings andReports task?

2.

What is the default file format of reports in SP3D?3.

Which feature of the Drawings and Reports task can you use to organize the differentdocument types into a customizable hierarchy?


4/106

SP3D Drawings and Reports Tutorial: Creating a Volume Drawing


Last Updated: April 4, 2009 for SmartPlant 3D 2009 Service Pack 1 Page 1 of 25

Session 2: Creating a Volume Drawing

Objective:


Create and update a volume drawing.

Prerequisite Sessions:

SP3D Overview


Drawings: An Overview

Overview:

Most general arrangement and construction drawings use a template that shows a large view ofa small portion of a model. As a result, many of these drawings are needed to cover the entiremodel. Volume drawings enable you to document many areas of a model with the same drawingtemplate, eliminating the need to create multiple drawings to cover different areas of the model.

A volume drawing component uses a template to create drawings. So, an SP3D administratorneeds to create new view styles and templates for use with the drawings or edit the existingstyles and templates, as appropriate. For example, the administrator can place title block labelsand reports on templates to reflect your project or company standards.

Once the templates and view styles are created or edited, you can place a view on a template andassociate the view with a view style to determine the appearance of the resulting drawing. Youcan then define the contents of the view by creating a drawing volume, which is associated to

single or multiple views, in the template. You place a drawing volume in the Space Managementtask.

Before you can create drawings in the Drawings and Reports environment, Microsoft Excel mustbe configured on your system Execution of embedded reports:Many drawings and reports useVisual Basic macros. Without enabling Microsoft Excel to run embedded reports, you will not beable to run the drawings and reports. Therefore, you need to enable this setting on your systemby performing the following steps

In Microsoft Excel 2003:

1. On the menu bar, click the Tools >Macro >Securitycommand. The Security dialogbox is displayed.

2. Click the Trusted Sourcestab, select the Trust access to Visual Basic Projectcheckbox, and then click OK, as shown in Figure 1


5/106




Figure 1: Security Dialog Box

In Microsoft Excel 2007

1. Click the Office Button in the top left corner of the Excel application. In the resultingform, click Excel Options as shown in Figure 2

Figure 2: Accessing Excel Options in Excel 2007

2. Click Trust Center in the left column and click the Trust Center Settings button asshown in Figure 3.


6/106




Figure 3: Accessing Trust Center Setings

3. Click Macro Settings in the left column, and check the box Trust access to the VBAproject object model. Then click OK to accept the Trust Center Settings and click OKagain to save Excel Options.

Creation of volume drawings involves the following tasks:

1. Adding a volume drawing component: The drawing components are organized intofolders, which can be added to the root folder in the Management Console and other

folders.Each component has a different icon and right-click menu.

2. Placing a drawing volume: Drawing volumes are a critical piece of the volume drawing

creation process. Drawing volumes are different from the other drawing components inthat they exist in the 3D model as objects. These volumes are placed and associated withthe appropriate volume drawing component to create a volume drawing. You can definea drawing volume by using the Place Drawing Volume commands in the SpaceManagementtask. You can also specify the size of a volume based on the gridcoordinates in the model. Volumes can be placed using the following commands:

o Place Drawing Volume by Viewo Place Drawing Volume by Selection

o Place Drawing Volume by Two Pointso

Place Drawing Volume by Four Points

Volumes are stored in the Plant database. The software automatically names a volumeand places it in the space hierarchy. When a 3D task, such as Piping, is active, you cansee the defined volumes on the Space tab of theWorkspace Explorer, which makes iteasy to locate and manipulate drawing volumes.

3. Updating the drawing: The drawings can be updated either individually or multipledrawings at a time. The drawings may be updated on your client workstation using


7/106




Update Now or sent to a batch server if one has been setup.

In this session, you will learn how to place drawing volumes by using all four

commands.

Caution:

If you delete a drawing volume in the model, the software deletes anyassociateddrawings and views.

Steps For Creating Volume Drawings:

You will create volume drawings in Units U01 andU02of your workspace by performing thefollowing tasks. These steps are an overview, detailed steps follow in the next section:

Add a Piping Plandrawing component to the Drawingsfolder. The hierarchy in the Drawing

Consoleafter adding the component will resemble Figure 4.

Figure 4 Piping Plan Component in Drawing Console Hierarchy

A.

Place drawing volumes in Units U01and U02of your workspace.

i)

Place two drawing volumes under the space folder Drawing Volumesin Unit U01of your workspace by using Place Drawing Volume by Viewcommand offollowing specifications:

First drawing volume:E: 72, N -2, El 3Second drawing volume:E: 72, N 32 6. El 3

The elevation for both the volumes should be 33. The view of the model afterplacing the volumes will resemble Figure 5.


8/106




Figure 5 Final Output After Placing the Volumes

ii)

Place a drawing volume under the space folder Drawing Volumesin Unit U02 ofyour workspace by using the Place Drawing Volume by Selectioncommand. Theview of the model after placing the volume should resemble Figure 6.

Figure 6 Final Output After Placing the Volume

iii) Place a drawing volume under the space folder Drawing Volumesin Unit U02 ofyour workspace by using the Place Drawing Volume by Two Pointscommand. Thefollowing are the specifications for the volume:


9/106




First point: E: 50, N: 9, EL: 2Second point:E: 72, N: 26 EL: 30

The view of the model after placing the volume should resemble the highlightedarea in Figure 7.

Figure 7 Final Output After Placing the Volume

iv)

Place a drawing volume under space folder Drawing Volumesin Unit U01 of yourworkspace by using Place Drawing Volume by Four Pointscommand. Use thefollowing specifications for the volume:

First point:E: 72, N: 58, EL: 0Second point:E: 72, N: 2, EL: 0Third point:E: 112, N: 2, EL: 0Fourth point:E: 112, N: 2, EL: 33

The view of the model after placing the volume should resemble Figure 8.


10/106




Figure 8 Final Output After Placing the Drawing Volume

Adding a Volume Drawing Component:

Define your workspace to display U01 & U02, the units where the drawing volume componentneeds to be added,by using a system filter, as shown in Figure 9.


11/106




Figure 9: Select Filter Dialog Box

Click the Tools > Drawings Console command to open the Drawings Console as shown in Figure

10.

Figure 10: Tools > Drawing Console Command

1. In the Drawing Console, , right-click the Drawingsfolder and select New to add thePiping Plandrawing component.

2. In the Add Component dialog box, click the Pipingtab to view the components under it.Select Imperial_Piping Plan, and click OK, as shown in Figure 11.


12/106




Figure 11: Piping Tab in the Add Component Dialog Box

This adds the Imperial_Piping Plancomponent to the Drawingsfolder. The folder is displayedin the Drawing Consolehierarchy, as shown in Figure 12.

Figure 12: Piping Plan Component in Drawing Console Hierarchy

Placing the Drawing Volumes:

Now, you will place the drawing volumes by using the commands available in the SpaceManagement task environment. Before placing the drawing volume by using the Place DrawingVolume by Viewcommand, you need to edit the Scaleproperty of the template. You need tochange the default scale to 1/2 = 10so that the volume you place includes all the objects of the

unit. Perform the following steps to edit the properties of the template.

Steps for Editing the Template:

1. In the Drawings and Reportstask,under the Management Console, right-click thePiping Plancomponent and select the Edit Template option,as shown in Figure 13.


13/106




Figure 13: Editing the Template

2.

The 2D Drawing Editorwindow appears. The 2D Drawing Editorwindow displays the

template with the view drawn in it as shown in Figure 14. The view in the template has aproperty set that causes the view to be hidden on the template. To locate the view on thistemplate, move the mouse pointer around the perimeter of the rulers on the templateuntil the view is visible.Right-click the view and click the Properties command.



14/106


15/106




Figure 16: Two Graphic Views Looking Down and Looking North

3. Click the Place Drawing Volume by Viewbutton on the vertical toolbar, as shown inFigure 17.

Figure 17: Place Drawing Volume by View Button on the Vertical Toolbar


16/106




Note: After activating the command, note the dotted square as the cursor is moved

around in the modeling workspace. This squares dimensions are determined bythe size of the view on the drawing template with respect to the predefined Scalesetting in the views properties. The objects that this square encloses, inconjunction with the depth (elevation) of the volume, will be the objectsconsidered for the drawing.

4. On the Place Drawing Volume by View ribbon, the software automatically detects thePiping Plancomponent that you added in the previous section in the Drawing Typeoption. You need not change the setting as you want to associate the volume to PipingPlandrawing component. Click the More option in the Space Folderdrop-down listto select the folder where you need to save the drawing volumes, as shown in Figure 18.

Figure 18: Place Drawing Volume by View Ribbon

5. In the Select Space Folderdialog box, click the Databaseoption, browse to the folderSP3D Train > Drawings > U01 and U02 and thenclick OK,as shown in Figure 19.

Figure 19: Select Space Folder Dialog Box

6. On the Commontoolbar, click the PinPoint button to activate the PinPointribbon. Then,key in the coordinates: E: 72,N: -2,El: 3on the PinPointribbon to select the first pointfor the drawing volume, as shown in Figure 20.


17/106




Figure 20: PinPoint Ribbon

7. Click the graphic view and then key in the elevation El 33on the PinPointribbon toaccept the placement of the volume.

8. Click the graphic view to place the volume as highlighted in Figure 21.

Figure 21: View of Model After Placing the First Volume

9. Place the second volume by entering the coordinates E: 72, N 32 6, El 3on thePinPointribbon.

10.

Click the graphic view and then key in the elevation EL 33on the PinPoint ribbon toaccept the placement of the volume.

11. Click the graphic view to place the second volume adjacent to the first volume, as shownin Figure 22.


18/106


19/106




Steps for Placing Drawing Volume by Using the Place Drawing Volume by SelectionCommand:

1. Click the Place Drawing Volume by Selection button on the vertical toolbar, as shownin Figure 24.

Figure 24: Place Drawing Volume by Selection Button on Vertical Toolbar

2. The Place Drawing Volume by Selection ribbon appears. On the ribbon, click theMoreoption in the Drawing Type drop-down list to select the drawing volumecomponent.

3. In the Select Volume Drawing Typedialog box, select the Piping Plancomponent andclick OK. Similarly, select the Space Folder with which you want to associate yourdrawing volume, as shown in Figure 25.

Figure 25: Place Drawing Volume by Selection Ribbon


20/106




4.

Select the objects where you want to place the volume, as shown in Figure 26. Notice thatas you click objects, the volume expands to include those objects.

Figure 26: Selecting the Objects to Place the Volume

5. After you have created the area for the volume, click the Finishbutton on the ribbon.The created volume is highlighted in Figure 27.


21/106




Figure 27: Final Output After Placing the Volume

You can view the three drawing volumes that you created under the hierarchy of the drawingfolders on the Spacetab of theWorkspace Explorer, as shown in Figure 28.

Figure 28: Drawing Volumes in the Workspace Explorer

Steps for Placing Drawing Volume by Using the Place Drawing Volume by Two Points

Command:1. Click the Place Drawing Volume by Two Points button on the vertical toolbar, as

shown in Figure 29.


22/106




Figure 29: Place Drawing Volume by Two Points Button on the Vertical Toolbar

2. The Place Drawing Volume by Two Points ribbon appears. The software detects theribbon settings automatically, as shown in Figure 30. You need not change the ribbonsettings.

Figure 30: Place Drawing Volume by Two Points Ribbon

3.

On the PinPointribbon, key in the coordinates E: 50, N: 9, EL: 2to select the first pointfor the volume as shown in Figure 31.

Figure 31: PinPoint Ribbon

4. Click the graphic view to place the first point for the volume.

5. To place the second point, key in the coordinates E: 72, N: 26 EL: 30in the PinPointribbon and click the graphic view. The volume is created, and the software displays theoutline as a dotted green line.


23/106




6. Click the graphic view and the volume is created, as shown in Figure 32.

Figure 32: Final Output After Placing the Volume

Switch to the Spacetab of theWorkspace Explorer to see that the four drawing volumes arecreated under the hierarchy of the drawing folders, as shown in Figure 33.

Figure 33: Drawing Volumes in the Workspace Explorer

Steps for Placing the Drawing Volume by Using the Place Drawing Volume by Four PointsCommand:

1.

Redefine your workspace to display Unit U01.

2.

Click the Place Drawing Volume by Four Points button on the vertical toolbar, asshown in Figure 34.


24/106




Figure 34: Place Drawing Volume by Four Points Button on the Vertical Toolbar

3. Select the following options on the Place Drawing Volume by Four Points ribbon asshown in Figure 35:

Drawing Type:Piping Plan

Space Folder:U01 and U02

Figure 35: Place Drawing Volume by Four Points Ribbon

Note:

The previous volumes that have been placed will all maintain the northingdirection on the drawing as pointing up on the drawing sheet. However, the 4point volume contains the flexibility to rotate the view by 90 degrees. This isaccomplished by the order and location in which you place your points. Theplacement of Point 1 and Point 2 will define the X-Axis. If the line betweenPoints 1 and 2 is along the Y-Axis in the model, the volume rotates by 90degrees. The line that is determined between points 2 and 3 will define the Y-Axis of the volume and the line between Points 3 and 4 will determine the depth

(elevation) of the volume. When the volume is positioned on the view in thedrawing, the X-Axis will be along the bottom of the drawing, where the northingdirection is now pointing to the left on the drawing sheet.

4. Select the first point of the volume by using the Pinpointribbon. Key in the coordinates

E: 72, N: 58, EL: 0on the PinPointribbon for the first point. This point will define thestarting point of the volume as shown in Figure 36.


25/106


26/106




Figure 37: Outline of the Volume

11.

Click the graphic view to place the fourth point. Notice that when you click the graphicview, the volume is created as shown in Figure 38.

Figure 38: Output After Placing the Drawing Volume


27/106




12. Click the Selectbutton on the vertical toolbar or right-click the graphic view to terminatethe Place Drawing Volume by Four Pointscommand.

This completes the procedure to create the volume drawing. You can switch to the Spacetab oftheWorkspace Explorer to verify that five drawing volumes are created under the hierarchy ofthe drawing folders.

After creating the volume drawing, you can update it to the Batch Server instantly to enhance theperformance of SP3D, provided batch processing is configured for the selected Plant. To updatethe drawing, you use the Update Now command, which is accessed by right-clicking a parentnode in the Management Console. You can update one or more drawings at a time. If you have

edited the previous copy of a volume or composed drawing, the software recalls the changes andrecreates them. When a drawing is created and updated, the software collects the 3D objects inthe drawing and then passes them to the view style. View style creationis an administrativeworkflow and contains several rules for filtering, labeling, and creating the graphics in theoutput drawing. The view style also lists tests and actions that are performed on the objects. Ifthe objects pass these tests, then single or multiple or all the rules are applied to the objects thatprovide the resultant drawing.

Steps for Updating the Drawings:

After the drawings are updated, they will appear in the Detail View, as shown in Figure 39.

Figure 39: Detail View After Updating the Drawings

1. Click the Tasks >Drawings and Reports command to switch to the Drawings andReportstask.

2.

In the Management Console, expand the tree to Drawings, right-click the Piping Plan

component, and click Create Drawing(s) to list the drawings in the Detail Viewasshown in Figure 40.


28/106




Figure 40: Management Console

3.

Right-click the first drawing, and click Update Now to update the drawing. Without aBatch Server configured to update drawings, this process could take 10 seconds to 3minutes on the client machineand displays the drawing in the detail view, as shown inFigure 41.

Figure 41: Updated Drawing in Detail View

4.

Follow the same step as above to update the remaining drawings.

Note:

It is possible to update drawings all drawings in a component or updatedrawings one by one using the Drawing Console in any 3D task. However it isrequired to switch to the Drawings and Reports task to update multipleselected drawings.

For more information related to creating and updating volume drawings, refer to the followingtopics of the user guide DrawingsandReportsUsersGuide.pdf:

Volume Drawings: An Overview Updating Drawings: An Overview


29/106

SP3D Drawings and Reports Tutorial: Creating a Composed Drawing



Session 3: Creating a Composed Drawing

Objective:By the end of this session, you will be able to:

Create and update a composed drawing.


SP3D Overview


Drawings and Reports: An Overview

Creating a Volume Drawing

Overview:A composed drawing is an orthographic drawing that you create by defining one or moredrawing views of selected volumes. A drawing view will process all objects in the model thatare in its associated volume, not just the objects displayed in the current workspace. You canoptionally select a filter to limit the objects processed by the drawing view and also individuallyselect objects to exclude. You can use any method in the Space Management task environment tocreate the volumes.

The composed drawing workflow is as follows:

1. Define drawing view layout templates and border templates (Administrator): Youradministrator defines Layout templates and Border Templates. The Layout templatesdefine standard single and multiple view drawing layouts along with defaults for allview properties such as view direction, view style, and scale. The Border templates

define standard drawing sizes along with the standard title block properties. When youcreate a new drawing, the view layout you select is scaled to fit your selected border andadded to the drawing so you dont have to place all the views manually. You can lateradd more views or edit the existing views as needed.


30/106


31/106


32/106




Figure 3: Associate Objects to View Command in the Drawing Editor

In the 3D task environment, a ribbon bar is displayed for selecting the associated volumethe filter for the drawing views. If a drawing view is already associated to a volume, theassociated volume is highlighted and you can select a different volume or pick adifferent drawing view to associate from the select list.

Figure 4: Associate Objects to View Ribbon in 3D Task Environment

If you do not select a filter, then all objects in the model database that are in theassociated volume will be processed by the drawing view. This can be time and resourceintensive and it is recommended to always select a filter for every composed view.

8. Update drawing or view: It is possible to update a composed drawing viewimmediately while in the Drawing Editor. You may also update a complete drawingwhich updates all the views in the drawing as well as the border labels by using the


33/106


34/106




After placing the views in the template,itwill resemble Figure 7.

Figure 7: After Placing Views in the Composed Drawing Template

D. Associate the drawing volumes, U02 Topand U02 Middlethat you created in Unit U02withViews, View1and View2 by using the Associate Objects to View command. AssociateView1with U02 Topand View2with U02 Middle.

Steps for Creating Space Management Drawing Volumes:You can create Space Managementvolumes in the Space Management task by using thefollowing methods:

1. Select the Tasks > Space Management command to switch to the Space Managementtask.

2. Define your workspace for the unit where the drawing volumes need to be added.Define your workspace to display Unit U02by using a system filter, as shown in Figure8.


35/106




Figure 8: Select Filter Dialog Box

3. Select the Tools > Select by Filter command, as shown in Figure 9.

Figure 9: Tools>Select by Filter Command

4. Expand Catalog Filters >Default Filters >SP3D Object Filters >Object Types in theSelect Filterdialog box and select the Structurefilter, as shown in Figure 10. This willhighlight all the structural objects in the graphic view as well as in the WorkspaceExplorer.


36/106


37/106


38/106




7. Select More from the Typedrop-down list on thePlace Volume by Selectsetribbon,as shown in Figure 16.

Figure 16: Type Drop-Down List

8. The Select Space dialog box will appear. On the Select Space dialog box, expand

Definitions > Drawing Volumes > DrawingVolumes and select the part numberDWGVOLUME1 from the right pane, as shown in Figure 17.

Figure 17: Select Space Dialog Box

9. Select Morefrom the Space folder drop-down list on thePlace Volume by Selectset

ribbon, as shown in Figure 18.

Figure 18: Space Folder Drop-Down List

10. The SelectSpace Folder dialog box appears. Select the Databaseoption and expand theSP3DTrain > Drawings > U01 and U02 folder.

11. Select U01 and U02 from the Space Folderhierarchy, as shown in Figure 19.

Figure 19: Select Space Folder Dialog Box


39/106




The place volume ribbon should resemble Figure 20.

Figure 20: Place Volume by Selectset Ribbon

12. Select the structural objects at elevation 31 ft of the pipe rack by left mouse clicking andholding to drag the fence to enclose all the objects, as shown in Figure 21, in the graphicview.

Figure 21: Fence Select for the Structural Objects

13. Once the structural objects are highlighted, select the Finishbutton on the Place Volumeby Selectionribbon. This will create a volume enclosing the 31 ft elevation of the piperack, as shown in Figure 22.


40/106




Figure 22: Volume Placed at 31 ft Elevation of the Pipe Rack

14. Similarly, place a volume using the Place Volume by Selection command at elevation 18ft by using the options defined on the Place Volume by Selection ribbon, as shown inFigure 23.

Figure 23: Place Volume by Selection Ribbon

15. Fence the structural objects at elevation 18 ft of the pipe rack by left mouse clicking andholding to drag the fence to enclose all the objects, as shown in Figure 24.


41/106


42/106




Figure 25: Volume Placed at 18 ft Elevation of the Pipe Rack

Steps for Creating the Drawing:

1. From any of the modeling tasks, select Tools > Drawing Console command from themain menu, as shown in Figure 26.


43/106




Figure 26: Tools > Drawing Console Command

2. The Drawing Consoledialog box appears. Right Click on the Composed Drawings,created in the previous section, and select New Drawing, as shown below in Figure 27.

Figure 27: Drawing Console Dialog Box

3. The Drawing Sheet General Properties dialog box appears. In the Nameproperty, keyin U02 Struc Plan. This gives a name to the physical drawing that will be created in the

Composed Drawings component.

4. In the Layout Templateproperty drop-down list, click More to select the layout of the

drawing template.

5. The Select Template dialog box appears. Select the Empty.shatemplate, and click OK,as shown in Figure 28.


44/106




Figure 28: Select Template Dialog Box

6. In the Border Templateproperty drop-down list, click More to select the border of thetemplate.

7. TheSelect Template dialog box appears. Double-click the Imperialfolder, select theD_Wide_NoteArea.shatemplate, and then click OK,as shown in Figure 29.

Figure 29: Select Template Dialog Box

8. In the Drawing Sheet General Propertiesdialog box shown in Figure 30, click OK to


45/106




apply the properties defined so far to the new drawing.

Figure 30: Drawing Sheet General Properties Dialog Box

9. The 2D Drawing Editorwindow, as shown in Figure 31, appears behind SP3D. Bring the

2D Drawing Editor window up as the active application to perform the next task in theworkflow, which is placing the views.


46/106





Steps for Placing the Views:

1. In 2D Drawing Editorwindow, click the Fitbutton on the Commontoolbar to fit theview in the window, as shown in Figure 32.

Figure 32: Fit Button on the Common Toolbar

2. On the horizontal toolbar, click the Place Viewbutton, as shown in Figure 33.

Figure 33: Place View Button on the Horizontal Toolbar

3. With the Place Viewcommand active, place the view in the drawing frame using a twopoint method. Click once at the A1position of the drawing frame to place your firstpoint. Drag the mouse to position C8and click to place the second point.


47/106




4. After the view is placed the Drawing View Propertiesdialog box displays, as shown inFigure 34. Click Morein the Styledrop-down list to select the view style.

Figure 34: Placing the First View

5. The Select View Styledialog box displays. Under the Orthographicfolder, select theStructure Framing Planview style, and then click OK.

Notice, after the view style is selected, more options appear in the Drawing ViewPropertiesdialog box for the definition of this view, as shown in Figure 35.


48/106


49/106


50/106


51/106




Figure 39: Selecting the Views

2. Click the Associate Objects to Viewbutton on the horizontal toolbar, as shown in Figure40.

Figure 40: Associate Objects to View Button on the Horizontal Toolbar

3. With the Associate Objects to Viewcommand active, go back to the SP3D window,which is open behind the 2D Drawing Editorwindow. In the SP3D window, the ribbon,as shown in Figure 41, appears.

Figure 41: Ribbon in SP3D Window

4. On the ribbon, select View1in the Select viewoption and then select the volume, U02Topthat you placed in Unit U02to associate it to View1,as shown in Figure 42.


52/106




Figure 42: Associating View1 with U02 Top

Note:After you have selected the volume for the first view, notice that in the Select view drop-down list the view name View1automatically changes to the next view name View2, asshown in Figure 43.

Figure 43: Ribbon in SP3D Window

5. For View2, select the second volume, U02 Middlethat you placed in Unit U02, as shownin Figure 44.


53/106


54/106




Figure 45: Drawing Dialog Box in 2D Drawing Editor Window

8. Now, you can switch to the Drawings and Reportstask to verify that the new composeddrawing component is created under the Management Consolehierarchy. To view thecomposed drawing, you need to update it so that you can open it and view the objects

that are included in the drawing.

Steps for Updating the Drawing:

After creating the composed drawing, you update it to the Batch Server to enhance theperformance of SP3D. To update the drawing, you use the Update Now command, which isaccessed by right-clicking the composed drawing in the Detail View. You can update one ormore drawings at a time. If you have edited the previous copy of a composed drawing, thesoftware recalls the changes and recreates them. To update the composed drawing you created,perform the following steps:

1. From the menu bar of your current SP3D environment, click Tasks > Drawings andReportscommand to switch to the Drawings and Reportstask.

2. In the Management Console, navigate to the Composed Drawings component, in the

Drawingsfolder as shown in Figure 46.


55/106


56/106




The software updates properties from parent nodes to child nodes and drawings in theManagement Console.

You can specify the inheritance for each item on it in the Propertiesdialog box. If you set theoverride flag for a property, the property is not inherited from the parent. You can provide anew, overriding value for the property. This new value then propagates to the other itemsdeeper in the hierarchy.

1. In the Drawings and Reportstask, right-click the U02 Struc Plandrawing, under the

New Composed Drawingscomponent,and select Properties from the menu, asshown in Figure 49.

Figure 49: Properties Command

2. On the Title Areatab of the Propertiesdialog box, select the Valuecell for Title 1 andtype in the value Harvest Moon. Likewise, fill in the Title 2value by typing HarvestGen. Facility, as shown in Figure 50, and click OKin the Propertiesdialog box.


57/106




Figure 50: Properties Dialog Box

3. Right-click the U02 Struc Plandrawing and select Update Now, as shown in Figure 51.

Figure 51: Update Now Command

4. Once the drawing is updated successfully, right-click the drawing and select Edit, asshown in Figure 52. This will open the drawing in theShape2D Drawing Editorwindow.


58/106




Figure 52: Edit Command

5. In the Shape2D Drawing Editor window, maximize the drawing window and select theZoom Areabutton on the horizontal toolbar, as shown in Figure 53.

Figure 53: Zoom Area Command

6. With the Zoom Areacommand active, zoom into Title Areaof the drawing around theIntergraphcompany logo, and notice the Title 1and Title 2border property values, asshown in Figure 54.

Figure 54: Output Border Property Labels

For more information related to creating and updating composed drawings, refer to thefollowing topics of the user guide DrawingsandReportsUsersGuide.pdf:

Composed Drawings: An Overview

Updating Drawings: An Overview


59/106

SP3D Drawings and Reports Tutorial: Creating Section and Detail Views



Session 4: Creating Section and Detail Views

Objective:By the end of this session, you will be able to:

Add section and detail views to composed drawings


SP3D Overview



Creating a Composed Drawing

Overview:SP3D Drawings allows a user to create section and detail views based on a main drawing view.

Detail views are more than enlargements of the main drawing view. They often containadditional graphical information that is not visible in the main drawing view, such as weld orchalk information. You specify the detail view by drawing a circle or polygon around a portionof the main drawing view. The shape created is called the detail envelope.

Section views are extracted from main drawing views or other section views. Section views aresimilar to detail views, except that they can display information in an orientation that is differentfrom that of the originating view. The cutting plane is an annotation marker that indicates whereto slice a desired group of objects and from which direction to look at that slice. The cuttingplane is comprised of one or more line segments. When comprised of multiple line segments,

cutting planes are referred to as "jogged" cutting planes.

In this session, you will learn to create and update section and detail views. But first we willcreate a composed drawing and place a view on it that allows us to create section and detailviews.

Create a composed drawing in Unit U01 of your workspace by performing the following tasks:

Create New Drawing

1.

Open Drawing Console using Tools > Drawing Console

2.

Right mouse click on Composed Drawingsand select New Drawing.

3.

Enter values as shown in Figure 1 and click OKto create a new drawing. This opens thedrawing editor.


60/106




Figure 1: New Drawing Properties

Place a drawing view in the drawing

4.

In Drawing Editor, click PinPointto start the 2D pinpoint as shown in Figure 2

Figure 2: PinPoint Command

5.

Click the Select Toolcommand in the vertical toolbar to dismiss the target as shown inFigure 3.

Figure 3: Select Tool Command

6.

Start the Linecommand and click in the drawing sheet to activate pinpoint as shown inFigure 4

Figure 4: Place Line Command

7.

Set Stepto 1 by entering value in the ribbon bar as shown in Figure 5.


61/106




Figure 5: Setting PinPoint Step Value8.

Right mouse click to terminate the place line command.

9.

Click the Place Viewbutton in the toolbar to start the placement of a view as shown inFigure 6.

Figure 6: Place View Command

10.

Click at X=0 5, Y = 17to start view placement, click at X = 17, Y = 05to finish viewplacement as shown in Figure 7. The drawing view properties dialog is shown

Figure 7: Placing a graphic view

11.

Select More in the Style field and select Orthographic\Equipment Plan as shown inFigure 8.


62/106


63/106




Figure 10: Place Volume by Two Points command

16.

In the ribbon bar, enter U01 2 Points in the Name field as shown in Figure 11.

17.

Browse the Type field and select Definitions Drawing Volumes DrawingVolumes DWGVOLUME1 and click OK

18.

Browse the Space Folder field and select the U01 and U02 folder

19.

Select the Disable Assoc Point Creation button

Figure 11: Volume by Two Points Ribbon

20.

In the pin point toolbar, enter E = 72, N = 2, EL = -2 and click in the graphic view

21.

In the pin point toolbar, enter E = 112, N = 58, EL = 34 and click in the graphic view. Thiscompletes view placement.

Associate Drawing View to Volume

22.

Switch to Drawing Editor

23.

Select the drawing view Equipment Plan and click the Associate View to Objectscommand as shown in Figure 12.

Figure 12: Associate Objects to View Command

24.

Switch to the 3D application and select the U01 2 Points volume.

25.

In the Filter field in the ribbon bar, select More


64/106




26.

Browse to Plant Filters Composed Drawing Filters Drawings U01 and U02 and clickNew Filter (Simple or Asking) as shown in Figure 13.

Figure 13: Create New Filter command

27.

Name the filter U01 and select the systems U01 and U01 CS as shown in Figure 14.

Figure 14: New Filter associated with Composed View

28.

Click OK to define the filter.


65/106




29.

Select the U01 filter just defined and click OK to associate it with the view.

Update the Drawing View

30.

Switch to Drawing Editor application.

31.

Right mouse click on Equipment Plan and select Update View

Place cutting plane and place section view

32.

Start the Cutting Plane command as shown in Figure 15.

Figure 15: Cutting Plane Command

33.

Enter value A for Reference 1 and 2 as shown in Figure 16.

Figure 16: Cutting Plane Ribbon

34.

Select the graphic view Equipment Plan which will contain the cutting plane.

35.

Click to place the first point of the cutting plane slightly to the left of the middle left columnat X= 0 8, Y = 1 0 as shown in Figure 17.

Figure 17: Place first point for cutting plane

36.

Click to place the second point of the cutting plane slightly to the right of the middle rightcolumn at X = 1 4, Y = 1 0 as shown in Figure 18.

Figure 18: Place second point for cutting plane

37.

Right click once to finish the cutting plane placement.

38.

In the ribbon, enter a depth of 25 0 as shown in Figure 19.


66/106


67/106


68/106




47.

Select the circular detail in the ribbon bar and enter a Reference Mark A as shown in Figure27.

Figure 27: Detail Envelope Ribbon

48.

Click at X = 1 4 , Y = 0 8 near the center of the pump to start the detail envelopeplacement as shown in Figure 28.

Figure 28: Start detail envelope placement49.

Move mouse and click at X = 1 5, Y = 0 7 as shown in Figure 29 to finish detail envelopeplacement.

Figure 29: Finish detail envelope placement

50.

In the ribbon bar, change the view style to Orthographic\Piping Plan and the scale to in:1 ft as shown in Figure 30.

Figure 30: Detail View Ribbon

51.

A view appears on your cursor. Click in the sheet at X = 2 1, Y = 1 5 to place the view asshown in Figure 31.


69/106


70/106


71/106


72/106


73/106


74/106

SP3D Drawings and Reports Tutorial: Placing Manual Annotations in a Drawing



Figure 4: Options Dialog Box

There are two methods you can use to place dimensions in drawings, automatic dimensioningand manual dimensioning. In automatic dimensioning, the view style controls whether or notdimensions are placed in the drawing. However, in manual dimensioning, the view style and thedimension rules do not apply for display or placement. When you use manual dimensioning,you edit an existing drawing and place dimensions manually. In this session, the steps to placemanual dimensions are covered.

Steps for Placing a Manual Label on a Drawing:

Place a label in the drawing Piping Plan-1-0005that you created in SP3D Drawings andReports Session: Creating a Volume Drawing by using the Manually Place Labelscommand. Apply the Piping Plan_LineNumber_Longest_Segmentlabel rule to label thepipeline in the drawing. The label should appear in the drawing, as shown in Figure 5.


75/106




Figure 5: Output - After Placing a Label in the Drawing Template

1.

Right-click the drawing Piping Plan-1-0005and click the Edit menu option to open thedrawing in the edit mode, as shown in Figure 6.

Figure 6: Edit Command

The drawing opens for editing in the 2D Drawing Editorwindow, as shown in Figure 7.


76/106





2.

You need to select the DwgTemplatelayer so that the software saves the labels that youplace in the drawing template when you update the drawing. In the 2D Drawing Editorwindow, click the Tools > Layers command to change the layer of the drawing.

3.

In the Layerribbon, select the DwgTemplate, in the Layer drop-down list, as shown inFigure 8.

Figure 8: Layer Ribbon

4.

On the Common toolbar, click the Zoom Area button to zoom into the area where youwant to place the label, as shown in Figure 9.


77/106




Figure 9: Zoomed Area in the Drawing

5.

Click the Manually Place Labels option to access the options for placing labels, as shownin Figure 10.

Figure 10: Manually Place Labels Option and Manually Place Labels Ribbon

6.

Select the pipeline to be labeled in the drawing view, as shown in Figure 11.


78/106


79/106




Rect: RectangleRrect: Rounded RectangleSquare: SquareRsquare: Rounded Square

None

c.

The third part of the label rule name represents the positioning of the label.Following are some of the positioning rules defined in the catalog:

A: Absolute X and Y location relative to an object.APO: Absolute X and Y location, parallel, and offset relative to an object.

AV: Absolute X and Y location relative to a vector from the center of theview, and aligned to the object.

CA: Positioned in Clear space by quadrant priority, or positioned in anAbsolute X and Y location relative to an object if no clear space is found.CP: Positioned in Clear space and aligned Linear to the coordinate system.

CM: Positioned in Clear space by quadrant priority, or positioned outside the

view in the Margin if no clear space is found.M: Positioned outside the view in the Margin.

d.

The last part of the label rule name determines if a leader will be placed on thelabel or not. Following options determine the placement of leader:

L: Leader with no jogJL: Jogged LeaderNL: No Leader

8.

If you select the As Drawnoption, the label definition is determined by the label rule.You cannot set the font, text size, text color, and other format options for the

label.However, if you want to set the properties for the label, then make sure that the AsDrawnoption is not selected.

Press the As Drawn button in the Manually PlaceLabels ribbon, as shown in Figure 12,so that the label definition reflects the label rule. That way, you will not have to formatthe label.

Figure 12: Manually Place Labels Ribbon

9.

A label appears on the cursor. Click the drawing to place the label in the desiredposition.

10.

Right-click the drawing to terminate the Manually Place Labels command.

Tip:

To move a label after it has been placed, click and drag the label byits originpoint, which is defined by the green circle in the middle of the label, as shown inFigure 13.


80/106




Figure 13: Moving a Label

11.

Save your changes to the drawing before exiting the 2D Drawing Editorwindow.

Steps for Placing a Dimension in a Drawing:

Place a dimension in the drawing Piping Plan-1-0005that you created in SP3D Drawings andReports Session: Creating a Volume Drawing by using the Dimensioncommand. Thedimension should appear in the drawing, as shown in Figure 14.

Figure 14: Output - After Placing the Dimension


81/106


82/106


83/106





84/106

SP3D Drawings and Reports Tutorial: Creating a Report



Session 6: Creating a Report

Objective:


Create reports by using the Create Reportcommand in the Drawings and Reportstask.


SP3D Overview


Overview:

Reports list the objects that exist in the model along with the parameters such as part number,class, description, location, and approval status. These parameters are defined in the reporttemplate that you select while creating a report. Report templates control the content and formatof the reports. These templates contain the necessary SQL statements and links to othertemplates to extract the required information to produce a report.

In Drawings and Reportstask, you create reports by using the Create Reportcommand. Youcan also add, delete, modify items in a report and compare it with a previously created report toview the changes between the two reports.

Reports are divided into two categories, personal reports and Catalog reports. Personal reportsuse templates that you create and save. Catalog reports include report templates that aredelivered with the software and the templates of the reports created by users. The Catalogreports are further divided into report component folders. For example, the Piping-relatedreports and all their supporting files are located in the Piping folder. The reports in this locationare Catalog reports and are bulkloaded into the Catalog database.

This session will cover the procedure for creating a report from a template delivered as a Catalogreport.

Steps for Creating a Report:

Create a report to include all the Electrical, HVAC, and Process equipment placed in Unit U01.The report should include the parameters: Location with Unit of Measure - Primary ft andSecondary in, Matrix Global, Description, Permission Group, and Approval Status of the

equipment.

1.

Click the Tasks >Drawings and Reportscommand to switch to the Drawings andReportstask.

2.

In the Management Console, verify that at least one spreadsheet report componentexists. If none exists, then add a component for reports.


85/106




3.

Right-click the spreadsheet reports component, and click Create Reportto create a newreport, as shown in Figure 1.

Figure 1: Create Report Command

4.

In the Select Report Templatedialog box shown in Figure 2, select the Equipmentcategory under the Types of Reportsfolder to select a report template to includeequipment in the report.

5.

The names of the report templates are listed in the right side of the Select ReportTemplatedialog box along with their descriptions. Select the Equipment LocationSorted by Equipment Name Style 1report template to include the equipment with theirlocation, description, permissions, and approval status and click OK, as shown in Figure2.

Figure 2: Select Report Template Dialog Box

8.

The software prompts for parameters or a filter if the selected report template requires

these inputs. In the Filter Properties for Asking Filterdialog box, select Unit U01toinclude as a parameter in the report, as shown in Figure 3.


86/106




Figure 3: Filter Properties For Asking Filter Dialog Box

9.

The Report Parametersdialog box appears as shown in Figure 4. You can click browse toselect a baseline report if you want to compare the report with any previously createdreport.

Click Nextto continue if you do not have any baseline report created or you do not wantto compare this report with any other report.


87/106




Figure 4: Report Parameters Dialog Box

10.

The Report Parametersdialog box displays the Unit of Measureand Matrixpropertiesfor the report. You can change these properties as per your requirements, and then click

Finish, as shown in Figure 5.


The software creates the report document in the Detail View,as shown in Figure 6.

Figure 6: Report Created in Detail View


88/106


89/106


90/106




2.




3.

The Report Parametersdialog box appears as shown in Figure 12.

Click Nextto continue if you do not have any baseline report created or you do not wantto compare this report with any other report.


91/106





4.

The Report Parametersdialog box displays the Unit of Measureand Matrixpropertiesfor the report. For the Units of Measure setting, select in the Primary column, indicating

primary units, and change the value to mm, as shown Figure 13. Likewise, for the Matrixsetting, change column Z+and Z- to contain the values EL and EL -, and then clickFinishas shown in Figure 16.


5.

Right-click the report, and click Update Nowto update the report to the model database,as shown in Figure 14.


After updating the report the software displays the report in the Detail View, as shownin Figure 15.


92/106




Figure 15: Report Updated in Detail View

6.

Double-click the report to view it. Notice, in Figure 16, the Units of Measure and theElevation labels on the Coordinate readout.

Figure 16: Output Generated Report After Modifying Report Parameters

Steps for Creating a Baseline Report:

Baseline Reportinguses a differential report showing changes in comparison to the baselinereport. For example, you can view which items have been added, deleted, or modified in the tworeports. Baseline information is not currently editable.

1.

In the Drawings and Reports task, locate the report Equipment Location Sorted byEquipment Name Style 1-1-0001that was created in the previous lab. Right-click thereport and select Save As from the right-click menu, as shown in Figure 17.


93/106




Figure 17: Save As Command

2.

Use the Browse button on the Save As dialog box to navigate to the local machines C:drive, as shown in Figure 18.

Figure 18: Save As Dialog Box

3.

Change tasks to the Equipment and Furnishings task and right-click the equipmentnamed E-102, and select Properties from the menu, as shown in Figure 19.


94/106


95/106




Figure 21: Parameters Command

6.




7.

The Report Parametersdialog box appears as shown in Figure 23. You can click browseto select a baseline report if you want to compare the report with any previously createdreport.

Select the Browse button and navigate to the report that was saved in C: drive in step 2.


96/106





8.

The Report Parametersdialog box displays the Unit of Measureand Matrixpropertiesfor the report. You can change these properties as per your requirements, and then click

Finish, as shown in Figure 24.


9.

In the Detail View of the Drawings and Reports task, right-click the report EquipmentLocation Sorted by Equipment Name Style 1-1-0001and select Update Now,as shownin Figure 25.



97/106




10.

Double-click the report to view it. The software generates the report in the standard

format, as shown in Figure 26. The default file format of reports in SP3D is MicrosoftExcel.

Notice the change noted on the report from the last time that the report was run. Therow in dark gray is the row that has changed preserving all the values as they werefound in the report we used as the Baseline Report. Then notice the row, immediatelyfollowing the grayed out row, contains the newly defined value.

Figure 26: Output Generated Report Using Baseline Report

11.

Change tasks back to the Equipment and Furnishingstask and right-click theequipment named E-102, and select Propertiesfrom the menu.

12.

Change the Status of the equipment E-102back toWorkingand delete equipment E-102.

13.

Change tasks back to the Drawings and Reportstask and re-update the report.

14.

View the report. Notice, in Figure 27, the E-102equipment row being called out ishighlighted in red with a line marked through the entire row. This indicates that theequipment has been deleted out of the model from the last time that this report was run


98/106




(using Baseline Reporting).

Figure 27: Output Generated Report Using Baseline Report

Tip:

For reports to view on computers, you need to modify the security settings in Excel toallow Visual Basic projects to run. To change this setting, open Excel, and click Tools >Macro >Security. On the Trusted Publishers tab, select Trust access to Visual BasicProject. You should verify this setting before creating reports.

For more information related to creating a report, refer to the Spreadsheet Reports: An Overviewtopic of the user guide DrawingsandReportsUsersGuide.pdf.


99/106

SP3D Drawings and Reports Tutorial: Publishing to SPF



Session 7: Publishing to SPF

Objective:


Publish a document to SPF by using the Publish command.


SP3D Overview

Drawings: An Overview

Creating a Volume Drawing

Creating a Composed Drawing

Overview:

When you work in an integrated environment with SmartPlant Enterprise, you publishdocuments containing the drawing data before the authoring tools can share this information.You need to publish documents and associated data for:

Exchanging data with other tools

Sharing common data between tools

Providing enterprise-wide accessibility to published documents

Managing changes such as workflow history, document revisions, and title blockinformation

You can publish your documents within the Drawings and Reportstask by using the Publish

command. This command is available for the following document types:

3D model data (SmartPlant Review file type)

Orthographic drawings (viewable files with links to data)

Piping isometric drawings (a viewable file with links to data)

Reports (a viewable file with links to data)

In an integrated environment, you publish data to SmartPlant Foundation (SPF). SPF acts as acentral repository for data and a medium through which information is shared among othertools, such as SmartPlant Instrumentation, SmartPlant P&ID, and SP3D.

This session will cover the procedure for publishing orthographic drawings to SPF.

Steps for Publishing Orthographic Drawings to SPF:

Publish the orthographic drawing document, Piping Plan-1-0001, of the Piping Plancomponentto SPF by using the Publishcommand. The drawing document, after publishing to SPF, shouldresemble the highlighted section in Figure 1.


100/106


101/106




The Piping Plancomponent is created in the Drawings and Reportstask with a specifictemplate. The template, with its associated view styles, defines the contents of thecomponent documents when they are created. SP3D generates a Shape2D document,

which is saved as an SHA file in the model database. The document shown in theManagement Console, in Figure 2, is simply a placeholder for all of these files. You setthis file type as an output file for thePiping Plancomponent and save the file as aShape2D file in the database for publishing.

1.

Right-click the orthographic document, Piping Plan-1-0001,and click theProperties option, as shown in Figure 3, to open the Propertiesdialog box.

Figure 3: Properties Option

2.

The Properties dialog box appears. Select the following specifications on theWBStab in the Propertiesdialog box, as shown in Figure 4, and click OK:

Document Type:Piping PlanDocument Style: OrthoDiscipline: Piping

Allow Publish: Yes

Figure 4: Properties Dialog Box


102/106




Notes:

We are editing the properties of an orthographic drawing; therefore, a list ofdisciplines will be available, for example, Civil, Electrical, Piping, or

Structure.

TheWBStab in the Properties dialog box is available only if you areconnected with the TEFand Project Managementenvironments.

3.

Revise the document before publishing. This reserves the revision number of adocument locally and saves the number to the database with the Major and Minorsets, depending on the revision scheme.

Right-click the drawing document, Piping Plan-1-0001, and click theReviseoption, as shown in Figure 5, to revise the document.

Figure 5: Revise Option

4.

TheRevisedialog box appears, as shown in Figure 6. Specify the revision schemeand the next available major revision number for the document to revise it locally,without publishing the new information. Select the following specifications andclick OK:

Revision Scheme: Rev01A

Revise in Tool Major: FirstReserve Revisions in Foundation Starting Minor:First


103/106




Figure 6: Revise Dialog Box

Tips:

If you have selected a new document or a document for which no revisionscheme has been selected, choose the revision scheme to be applied from thelist of available options. If you have selected a document with a definedrevision scheme, that scheme is displayed here in a read-only format.

If you do not want to revise the document or if you want to reserve revisionnumbers without revising the document, leave the Major option empty.

5.

The system confirms the completion of the revision operations, as shown in Figure

7. Click OK.

Figure 7: Revision Completion Confirmation

6.

After generating a revision number for the document, you need to update the out-of-date document before publishing. Right-click the document and click the UpdateNowoption, as shown in Figure 8, to update the document.


104/106




Figure 8: Update Now Option

7.

The revised and updated document is ready to be published. Right-click thedocument and then click the Publish option.

Figure 9: Publish Option

8.

The Publish dialog box shows the configuration and identification details that youspecified while revising the document. Click OK to accept these specifications.


105/106




Figure 10: Publish Dialog Box

Note:

This is a good opportunity to select a workflow in the Publishdialog box,through which the document will be processed further. Workflows in SPFare an important part of the process. For example, a workflow may send thispublished document to several people through e-mail for review.

9.

When the publishing process is successful, the system displays a confirmationmessage, as shown in Figure 11. Click Closein the message box.

Figure 11: Publish Completion Confirmation

SP3D receives notification when publishing is complete. The software stores theorthographic drawing file in the appropriate location and loads the data into thedatabase. The file can then be retrieved as published data by other authoring tools.

10.

You can open SmartPlant Foundation Desktop Clienton your computer to access

the SPF. The orthographic document, Piping Plan-1-0001,you published appears inSPF, as shown in Figure 12.


106/106


Figure 12: Document Published to SPF

For more information related to publishing to SPF, refer to the Publishing Documents: AnOverview topic of the user guide DrawingsandReportsUsersGuide.pdf.